Banking Application Forms
28 Templates
Account Opening Form
An account opening form is filled in by someone opening an account with a bank, credit union, or other financial institution. It provides the bank with important details like contact info, monthly salary, home address, and more, so they have all the information they need to create a new bank account. Instead of having clients fill in a paper form that then needs to be scanned and uploaded into your computer system, simply use this free, online Account Opening Form template to quickly gather the information you need. It’s an easy way to cut out unnecessary paperwork, organize your records, and improve the intake process for your clients.
To maximize your bank’s efficiency, be sure to customize this Account Opening Form template to suit your needs. Just drag and drop to add extra info fields, include a file upload field for supporting documents, or integrate with one of our 100+ helpful applications to further increase productivity. Why not link your form to a CRM system like HubSpot or Salesforce (also available on Salesforce AppExchange) to add to your current database of contacts? No matter how you customize your template, you can streamline your workflow and save time and money by taking your bank’s client intake process online with a free Account Opening Form.